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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,349 | $93,117-48.1% | $77,096-37.3% | $134,532-64.1% |
| Participation rate | 68.4% | 74.5%-6.1pp | 67.9%+0.5pp | 81.2%-12.8pp |
| Annual return | -21.67% | 62.67%-84.3pp | 42.35%-64.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,470 | $3,420-57.0% | $2,814-47.8% | $4,741-69.0% |
| Participant deferral / active EE | $5,052 | $5,241-3.6% | $4,429+14.1% | $6,401-21.1% |
| Admin fee / account holder | $3,489 | $6,948-49.8% | $5,428-35.7% | $11,429-69.5% |